Long-haul narrowbodies will (probably) not replace widebodies

Charting the results of the OG long-haul narrowbody wave

ME3 long-term growth strategy unchanged despite disruption

ME3 airlines maintain growth plans despite regional disruption, with fleet strategies unchanged as they prepare to compete for recovering traffic.

Business class in a 41-seat regional jet?

Why United increasing seat costs by 22% is a genius decision

Aircraft retirements accelerate in Q1 2026 challenging capacity shortfall

Q1 2026 aircraft retirements surge amid geopolitical tensions and high fuel costs, signaling a potential end to narrowbody shortage by 2027.

Aircraft Intelligence Monthly - May 2026

Aircraft demand remains largely unchanged amid criss Brief spike in parked aircraft expected to revert to normal Despite fuel spikes, mid-life lease rates expected to remain stable Backlog risk partially mitigated by lower deliveries A320neo production falls behind 737 as Airbus argues with RTX Narrowbody backlog risk elevated for NEO in ULCC shift in growth Operator risk and passenger demand flashing warning signs Operator risk high, but waterfall approach necessary to properly assess US ticket revenues balancing Spirit loss with stock market concern

Lufthansa’s 20,000 cancellation nothing burger

Behind the scenes of the 1% schedule adjustment that everyone - except the airline - called a crisis.

Aviation spending shift to defense slowing commercial development

Aviation industry sees major shift from commercial to defense spending, potentially slowing new aircraft development through 2030.

Spirit is gone. Fares are going up.

You didn't have to fly Spirit to enjoy the airline's low fares.

China aircraft order could trigger order deferrals for other airlines

Rising fuel costs and economic uncertainty create deferral opportunities that China could exploit to secure earlier aircraft delivery slots.

Despite fuel prices spikes, airline capacity cuts slow to arrive

Airlines struggle with high fuel costs while capacity cuts remain minimal despite public warnings about fare increases and profitability concerns.

A350-900 fleet demographics and values - April 2026

US low-cost capacity shifts set expectation for global airlines

Spirit and Frontier's capacity reduction patterns reveal how global airlines may respond to sustained high fuel prices and weak demand.

Airlines need credit cards now more than ever

The nuanced business model of credit card companies masquerading as U.S. airlines

Crude oil futures signal expectation for sustained higher prices

Oil futures reveal market expectations for sustained higher fuel prices through 2027, potentially forcing airlines to adjust operations significantly.

Gliding toward a shortage of jet fuel

Why jet fuel shortages are a key risk for aviation in 2026

Attention returns to IndiGo growth strategy after departure of CEO

IndiGo faces renewed scrutiny after CEO departure amid concerns over massive orderbook and industry headwinds challenging high-growth model.

Airlines aren't cutting capacity

Despite the announcements, we aren't seeing the long-term cuts

Aircraft Intelligence Monthly - April 2026

Aircraft retirements accelerate in Q1 2026 challenging capacity shortfall, Crude oil futures signal expectation for sustained higher prices, China aircraft order could trigger order deferrals for other airlines, ME3 long-term growth strategy unchanged despite disruption, Despite fuel price spikes, airline capacity cuts slow to arrive, US low-cost capacity shifts set expectation for global airlines

The Seat Cost vs Trip Cost Paradox

Oversaturation in the large narrowbody market showcases the profitable use cases for the smaller aircraft.

International travel decline to U.S. signals long-term impact

International visitors continue avoiding U.S. air travel, creating a concerning long-term trend beyond typical pandemic recovery patterns.

A321neo increasingly focused on high density and LCC presence

Low-cost airlines' shift to high-capacity A321neo aircraft may be creating market overcapacity challenges, with carriers struggling with yields.

Aircraft Values and Lease Rates Sample Report

Sample report showcasing Aircraft Values and Lease Rates

JetBlue's dance card: Southwest, United, or Alaska

The airlines that could fill JetBlue's dance card - in likely order

A330-300 fleet demographics and values - March 2026

Near-complete shift to A321neo orders causing some carriers concern

Airlines' massive shift to A321neo orders may face limits as capacity needs normalize and premium pricing challenges emerge.